Private Wealth Strategies, L.L.C. Wisdomtree Tr Us Small Cap Qua Call Options Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.11MCall Options Held
0Put Options Held
0-
Hennion & Walsh Asset Management, Inc.467KShares$21.9 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19.3 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC278KShares$13 Million0.01% of portfolio
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Venturi Wealth Management, LLC Austin, TX229KShares$10.8 Million0.79% of portfolio